Become a Key Player in Customer Financial Growth

4 days ago

Singapore beBeeFinancial Full time

Financial Expertise Opportunity

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Job Description:

We are seeking a seasoned professional to join our team as a Financial Consultant. The ideal candidate will possess exceptional interpersonal skills and a passion for helping customers achieve greater financial competency.

Responsibilities:

  • Provide sound financial advice with proper fact-finding and review of customer financial goals.
  • Build and maintain long-lasting relationships with both existing and potential customers.
  • Capitalize on sales opportunities via customer events, financial reviews, and branch engagement activities.
  • Proactively act on leads from our database and set up appointments with potential customers.
  • Ensure sales conversion by capitalizing on referrals.

Required Skills and Qualifications:

  • Minimum GCE A Levels, Diploma, or Degree in any field.
  • No prior experience required.
  • CMFAS certifications M5, M9, M9A, HI, BCP, PGI preferred but not necessary.

Benefits:

  • Pleasure of working in a dynamic environment.
  • Opportunity to develop your career and grow with the company.

Others:

  • Please state your availability and current salary in your resume.
  • Only shortlisted candidates will be notified.

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